Close

Close is a powerful CRM platform tailored for small and scaling businesses that prioritise speed and efficiency in their sales processes. Unlike traditional CRMs that bog down teams with endless data entry, Close focuses on actionable selling, integrating essential communication tools to keep deals moving forward. UK organisations in competitive markets, from tech startups to service providers, turn to Close to eliminate friction in outreach and follow-ups, ultimately driving higher revenue with less hassle.

What is Close?

Close serves as a comprehensive sales CRM designed specifically for businesses that need to move fast without the complications of bloated software. It combines communication channels like calling, emailing, and texting into one intuitive interface, ensuring sales reps spend more time engaging prospects and less on administrative drudgery. The platform’s AI enhancements intelligently automate routine tasks, capturing key details from interactions to maintain momentum in the sales pipeline.

Founded with a mission to cut through the nonsense in CRM tools, Close has become a go-to solution for growth-oriented companies across various sectors. Its emphasis on built-in sales workflows means organisations can automate follow-ups and reminders, preventing opportunities from slipping away. For UK businesses navigating fast-paced environments, Close provides the clarity and agility needed to compete effectively, scaling seamlessly as teams expand.

What sets Close apart is its refusal to be just another data repository; instead, it’s engineered for proactive selling. Teams can personalise outreach whilst leveraging smart automation to handle the repetitive elements, allowing focus on building relationships and closing deals. This approach resonates particularly with agile sales organisations that value efficiency over unnecessary complexity.

Key Features

• One-for-all communication: Make calls, send emails, and texts directly from the CRM to keep interactions centralised and efficient
• AI-driven automation: Automatically transcribe and summarise calls, emails, and meetings for intelligent detail capture
• Automated workflows: Set up custom sales sequences that trigger follow-ups and reminders 24/7
• Lead and pipeline management: Visualise deals with drag-and-drop functionality to track progress intuitively
• Reporting and analytics: Generate custom reports on sales performance to inform strategy and forecasting
• Power dialler: Boost calling efficiency with tools that prioritise hot leads and reduce downtime
• Mobile app: Access full CRM features on the go for uninterrupted selling from any device
• Custom fields and lists: Tailor data structures to match specific business needs without technical expertise

Benefits for Businesses

Businesses adopting Close experience significant productivity gains by consolidating tools into a single platform, which reduces context-switching and errors common in fragmented systems. Sales teams report up to 50% less time spent on admin, freeing resources for revenue-generating activities like prospecting and negotiation. This direct impact on ROI makes Close a smart investment for organisations aiming to scale sales operations without proportional cost increases.

Moreover, the platform’s focus on speed helps prevent deals from cooling off, a frequent pain point in competitive markets. By automating tedious tasks with AI precision, Close ensures consistent follow-through, leading to higher conversion rates and shorter sales cycles. UK companies, in particular, appreciate how it aligns with agile business practices, supporting remote and hybrid teams with reliable access to customer data.

The long-term value lies in its scalability; as businesses grow, Close adapts without requiring a complete overhaul, maintaining efficiency across expanding teams. This continuity minimises disruption and supports sustained growth trajectories, making it a reliable partner for ambitious organisations.

Use Cases and Applications

In the SaaS industry, sales teams use Close to manage inbound leads from marketing campaigns, automating initial outreach and nurturing sequences to qualify prospects quickly. For instance, a UK-based software firm might integrate Close with their website forms to instantly assign tasks, ensuring no lead is overlooked whilst reps focus on high-potential demos. This results in faster onboarding and higher customer acquisition rates.

Real estate agencies leverage Close for tracking property inquiries via integrated SMS and calls, with workflows that remind agents to follow up on viewings. A scaling London agency could use its reporting to analyse which channels drive the most listings, optimising efforts for better ROI. The tool’s mobility shines here, allowing on-site agents to update deal statuses in real-time.

For recruitment firms, Close streamlines candidate and client pipelines, using AI to note key conversation points from interviews. This enables consultants to prioritise placements efficiently, reducing time-to-hire. Businesses in service-oriented fields similarly apply it to maintain personalised client relationships, demonstrating how Close’s versatility supports diverse sales scenarios across UK markets.

Integration & Ecosystem

Close fits seamlessly into broader business ecosystems by connecting with essential tools that sales teams rely on daily. It syncs effortlessly with email platforms and calendars, ensuring all interactions log automatically and schedules align without manual entry. Through Zapier support, organisations can create custom automations linking to marketing automation systems or accounting software, enhancing data flow across departments.

This interconnected approach means UK businesses avoid silos, with sales insights feeding into overall strategy. For example, integrating with lead generation tools populates the CRM instantly, whilst exporting data to analytics platforms provides deeper performance metrics. Such flexibility empowers teams to build tailored workflows that evolve with business needs, maximising the platform’s impact within diverse tech stacks.

Pricing and Plans

Close offers straightforward pricing to suit varying business sizes, beginning with a generous free trial that lets teams test features without commitment. Entry-level plans typically start from £40 per user per month, providing core communication and automation capabilities for smaller outfits. As needs grow, mid-tier options around £60 per user per month unlock advanced reporting and custom workflows, ideal for scaling teams.

For larger organisations, enterprise plans are available with tailored pricing, including enhanced security and dedicated support. Billing flexibility with monthly or annual cycles helps manage cash flow, and all tiers emphasise value through unlimited contacts and storage. This structure ensures businesses pay for what they use, supporting cost-effective growth without hidden fees.

Exclusive Savings on Close

UK businesses looking to maximise value on Close subscriptions can explore exclusive perks and discounts through PerkLedger. Our platform aggregates verified deals from sales tool providers, helping companies reduce software costs by up to 20%. Additionally, PerkLedger’s Discovery Rewards programme allows members to earn cashback on eligible purchases, turning routine CRM investments into tangible savings opportunities. Access these benefits through our website, browser extension, or mobile app to stay updated on the latest Close offers and similar tools.

Getting Started with Close

Implementing Close begins with signing up for the free trial, where users can import existing data via simple CSV uploads or integrations to hit the ground running. Customising workflows comes next, with intuitive templates guiding teams to set up automated sequences tailored to their sales process—typically achievable in under a day for most users. Training resources, including video guides, ensure quick onboarding, minimising any learning curve.

Once live, regular reviews of analytics help refine strategies, with the platform’s user-friendly dashboard making adjustments straightforward. For optimal results, businesses should align Close with team goals from the start, perhaps starting with a pilot for key reps before full rollout. This phased approach, combined with responsive support, positions organisations for swift adoption and success, transforming sales efficiency over time.

Throughout usage, Close’s emphasis on continuous improvement shines through regular updates that introduce new AI capabilities and refinements based on user feedback. UK firms benefit from its compliance with data protection standards, ensuring secure handling of customer information. By focusing on these implementation best practices, businesses unlock the full potential of Close, driving measurable sales growth and operational streamlining.